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LeadCenter.AI basic settings section allows users to update their business details and related information.
Adding the Business Details
To add the business details information, do the following;
- On the LeadCenter.AI, go to Setup > Account Info
The Business Details page is displayed.
- Enter the required information, see the table below.
- Click the Save Changes button, to save the changes.
|Enter the name of your business for example; LeadCenter.AI
|Select the type of Business ; Individual or Business( where there is multiple partners involved in the business)
|Line of Business
|Select the line of business from the drop-down list.
|Enter your business website for example; https://www.example.com